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Pre-Sales Analyst



IT, Sales & Business Development
Western Cape, South Africa
Posted on Thursday, December 14, 2023


Kurtosys provides asset and wealth managers with a data and content publication platform that enables the construction and distribution of critical sales, marketing, and client reporting materials. Founded in 2002, Kurtosys operates across four global offices. Underpinned by global ISO-27001 certification in information security management, the Kurtosys team has a deep understanding of working at scale with data, information design, industry regulations and compliance issues.


  • We are seeking a dynamic and technically savvy Pre-Sales Analyst/Engineer to join our team. As a Pre-Sales Analyst/Engineer, you will play a pivotal role in the sales process, acting as the technical expert and bridge between our innovative SaaS platform and potential clients.
  • You will collaborate closely with the sales, marketing, and product teams to deliver compelling proof of values, ensuring clients fully understand the technical capabilities and benefits of our solutions.


  • Technical Expertise:
    • Develop an in-depth understanding of our SaaS platform for asset management reporting.
    • Stay updated on industry trends and emerging technologies related to asset and investment management.
  • Collaboration:
    • Work closely with the sales and marketing teams to understand client requirements and challenges.
    • Collaborate with the product team to provide insights into client needs and contribute to product development.
  • Proof of Value Delivery:
    • Lead the technical aspect of pre-sales activities, including product demonstrations and proof of value engagements.
    • Customize and present technical solutions to address client-specific challenges.
  • Client Education:
    • Effectively communicate the technical features and benefits of our platform to potential clients.
    • Conduct training sessions for clients to ensure a smooth transition from pre-sales to post-sales.
  • Feedback Loop:
    • Provide valuable feedback to the product team based on client interactions to enhance the platform's capabilities.
    • Act as the voice of the customer, helping improve the overall customer experience.


  • Bachelor's degree in either Computer Science, Engineering or Business Analysis.
  • Min 2 years’ experience
  • Industry experience in Asset Management
  • Proven experience as a Pre-Sales Engineer, Consultant or in a similar technical sales role within the financial technology or B2B SaaS sector.
  • Strong understanding of asset management, investment management and financial reporting processes.
  • Excellent presentation and communication skills.
  • Ability to translate technical concepts into business value.


  • Hybrid Working
  • Home Internet Allowance
  • No Dress Code
  • Open Culture
  • Flexible Work Hours
  • Employee Wellbeing Program
  • Generous Leave Policy
  • Ongoing Staff Appreciation Events
  • Access To Learning Platforms
  • Working With Experts Across The Globe


  • We are an international SaaS based fintech company
  • We work with up to date technology, promote from within wherever possible, and encourage our team members to use initiative, think out the box and share their ideas.
  • We aim to transform how our customers - which includes the world's most prestigious financial services firms - drive engagement with their audiences.
  • Our aim is to give our customers the ability to target, knowledge share and nurture their community of prospects and clients to develop long standing relationships.

Get in touch to learn more.